Don't Waste Your Annual Financial Review (Ep 185)

Meet with us: http://talkwithjlp.com 📚 Looking for more financial education? Check out 👉 http://myretirementclarity.com Your annual financial review might be the most important hour of your financial life, but only if it’s done right. In this episode, Lee breaks down what a great review should actually look like and why it should go far beyond just investment performance. The goal isn’t to check a box once a year; it’s to make sure your plan is still aligned with your life. Here’s what we discuss in today’s show: 📅 Annual Reviews Matter: One of the most valuable financial meetings you’ll have 💬 It Starts With You: The best reviews begin with what’s on your mind 📊 Beyond Performance: It’s not just about returns and benchmarks 🧾 Full Planning View: Taxes, income, goals, and life changes all matter 🤝 Advisor Value: A good advisor focuses on your life, not just your portfolio Want to set up a meeting with us? Visit us here: http://talkwithjp.com Get more financial education at http://myretirementclarity.com